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Good Life Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Good Life Advisors’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$611K Buy
8,988
+126
+1% +$8.04K 0.04% 276
2025
Q1 		$556K Buy
8,862
+2,137
+32% +$141K 0.04% 277
2024
Q4 		$445K Buy
6,725
+3,211
+91% +$221K 0.03% 312
2024
Q3 		$233K Buy
+3,514
New +$224K 0.01% 523

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Good Life Advisors's XSMO Position: Q2 2025 in Review

Good Life Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.4% in Q2 2025, buying an estimated $8.04K and bringing the position to 8,988 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #276.

Good Life Advisors first reported a position in XSMO in Q3 2024 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Good Life Advisors held 8,988 shares of Invesco S&P SmallCap Momentum ETF worth $611K as of Q2 2025.
  • Good Life Advisors bought 126 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $8.04K.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Good Life Advisors's portfolio in Q2 2025, its #276 holding.
  • Good Life Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.